@SenMarkey@SenBlumenthal Man….are you going to look dumb. You know you could just ask people who have and are using it…might have been smart before acting like you know something. 😬😬😬
Focus on what you can control.
Build something. Anything.
A product. Yourself. A family. Your community. A team. Relationships.
Or help someone else build theirs.
Don’t complain. Don’t play the victim.
Ever.
What are you building?
#PlayNiceButWin
Is AI compressing jobs? Maybe. Half true. AI may compress bundles of work at the middle and bottom. AI EXPANDS bundles at the top. Senior operators will own more scope because AI gives them the leverage. That's not unbundling; that's super-bundling. Both are the same transition.
Your post was interesting. Dug in a bit. Semitec definitely looks cheap, but the huge amount of cash seems locked up by all the family ownership. Nagoka looks cheap as well. They also have a large project (step/sonatrach) on hold due to an EPC prime contractor running into money issues, but if that got cleaned up, would be fine. Entrust is the only one that seems fairly valued right now looking at their residual income strem economics. All interesting though as I don't usually look at Japanese companies. Thanks for the push!